Commerce Bank’s Umpqua Holdings Corp UMPQ Stock Holding History

Commerce Bank’s Portfolio UMPQ Stock Details UMPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-19,724	Closed	-$352K	–	1177
2022 Q4	$352K	Hold	19,724	–	–	﹤0.01%	919
2022 Q3	$337K	Hold	19,724	–	–	﹤0.01%	906
2022 Q2	$331K	Hold	19,724	–	–	﹤0.01%	921
2022 Q1	$372K	Hold	19,724	–	–	﹤0.01%	918
2021 Q4	$380K	Buy	19,724 +560	+3%	+$11.3K	﹤0.01%	941
2021 Q3	$388K	Buy	19,164 +2,240	+13%	+$42.9K	﹤0.01%	925
2021 Q2	$312K	Hold	16,924	–	–	﹤0.01%	997
2021 Q1	$297K	Hold	16,924	–	–	﹤0.01%	979
2020 Q4	$256K	Sell	16,924 -91	-0.5%	-$1.25K	﹤0.01%	980
2020 Q3	$181K	Buy	+17,015	New	+$188K	﹤0.01%	978
2013 Q3	–	Sell	-15,280	Closed	-$230K	–	785
2013 Q2	$230K	Buy	+15,280	New	+$202K	﹤0.01%	676

Other funds holding UMPQ

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Commerce Bank's UMPQ Position: Q1 2023 in Review

Commerce Bank sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 19,724 shares — an estimated $352K sold.

Commerce Bank first reported a position in UMPQ in Q2 2013 and held it in 11 quarters. The position peaked at $388K in Q3 2021. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.

Commerce Bank reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
Commerce Bank sold 19,724 Umpqua Holdings Corp shares in Q1 2023, an estimated $352K.
Commerce Bank first reported a position in Umpqua Holdings Corp in Q2 2013 and held it in 11 quarters.
Commerce Bank's Umpqua Holdings Corp position peaked at $388K in Q3 2021.
2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.

Based on Commerce Bank's 13F filing for Q1 2023, filed 4 May 2023.